Our mission is to protect and grow your wealth. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.Today, the majority of the burden for retirement income seems to have shifted to the individual.
To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.Today, the majority of the burden for retirement income seems to have shifted to the individual.
Services
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. We're committed to helping baby boomers prepare for a successful retirement. We do this by employing sophisticated statistical analysis combined with over 40 years of retirement income planning experience.
To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals.
Alan offers this educational seminar to employers in South East Nebraska. This is a NEW VOLUNTARY EMPLOYEE BENEFIT designed to help those over 50 and/or within 10 years of retirement retire with more confidence and less stress. Why would you retire without a plan for how to deal with your money and your life in retirement?
It's never too late to take the first step or get a second opinion. If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal. It is important to feel you have control over your future. At Kuzma Financial Services, we offer our experience and knowledge to help you design your own strategy for financial independence.
Reviews (1)
Jeff Carley
Jul 24, 2019
Report
Al an amazing financial advisor!
He is knowledgeable, caring, and has the ability to explain complex financial matters in simple and easy to understand ways.
He helped me learn there are some amazing opportunities to enjoy ALOT more retirment income than I would have imagined.
I guarantee it will be worth your time to spend an hour with Al!
He is knowledgeable, caring, and has the ability to explain complex financial matters in simple and easy to understand ways.
He helped me learn there are some amazing opportunities to enjoy ALOT more retirment income than I would have imagined.
I guarantee it will be worth your time to spend an hour with Al!
